Welcome to the easier way to invest

Save time while you save for your future. With Questrade’s broker data import program, your investment reporting is automated, making it easier than ever for you to stay compliant.

What you can expect from our Broker Data Import Program

Stay compliant effortlessly. We set you up quickly and provide near real-time data to your compliance team so you don’t have to.

Industry-leading security. Data is sent through an encrypted connection from Questrade to your employer, protecting your information.

Your privacy comes first. Only your holdings, transactions, and positions are shared with your employer. Values and amounts stay hidden.

Your money can go further with Questrade

Buy or Sell screen

Low-fee investing

  • No commissions on ETF purchases (on self-directed accounts)
  • No account opening fees or annual TFSA, RRSP, and FHSA fees
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Elite tools, expert support

  • Take your investing to the next level with world-class trading and research tools
  • Focus on investing, not compliance. Real-time data transmissions to your compliance team have you covered

Two great ways to invest

Self-directed investing

Take full control over your portfolio, handpicking the assets that work for your goals.

  • Buy ETFs for free 1, and sell for as little as 1¢/share (min. $4.95 to max. $9.95)
  • Find your next trading idea with our free research and analysis tools
  • Trade whenever and wherever inspiration strikes with our mobile and desktop apps

Managed investing

With Questwealth Portfolios you get a portfolio that fits your needs, managed by our experts.

  • Management fees start at just 0.25%, a fraction of the cost 2
  • Get matched with a portfolio built for your goals in 15 minutes or less
  • Invest in companies that share your values with a Socially Responsible Investing portfolio

Get set up in minutes. It’s easy and free.

Open an account

Accounts designed for your goals

Big or small, near or far—whatever your financial goals are, we've got an account to help you get there

RRSP

Registered Retirement Savings Plan

  • Contributions reduce your annual income tax
  • Tax-deferred growth until retirement

TFSA

Tax-Free Savings Account

  • Flexibility to save for short or long-term goals
  • No taxes on investment growth or withdrawals

FHSA

Tax-Free First Home Savings Account

  • Save up to $40,000 towards your first home down payment
  • Tax-deductible contributions, tax-free growth and withdrawals

RESP

Registered Education Savings Plan

  • Save for your child’s education
  • Capitalize on tax-deferred earnings and government grants

Margin

Individual Margin Account

  • Leverage your assets to increase buying power
  • No contribution limits or withdrawal conditions

Forex & CFDs

Foreign Exchange & Contract For Differences

  • Take advantage of the global markets with low spreads and fees
  • Trade currencies, commodities, global stock CFDs and more

Cash

Individual Cash Account

  • Contribute as much as you want, as often as you want
  • Invest in a range of different assets

Compliance reporting, automated for you

Sign the forms. Send them over to your compliance team. We handle the rest

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Download and complete form

Fill in your full name, investing account numbers, and sign.

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Send to compliance teams

Email your completed form to [email protected]. Please CC your employer's compliance department as well.

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We take care of the rest

That’s it, you’re done. After the documents are approved, your account(s) will be securely linked to your employer's compliance department in 1-3 business days.

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Transfer your accounts for free

Already have an investing account elsewhere? Transfer it to Questrade and we’ll support you every step of the way, plus we'll cover the transfer fee³ you may be charged to switch.

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Get answers to frequently asked questions

Questrade opened its doors in 1999 and, since then, we’ve been one of Canada's fastest growing online brokerages.
With Questwealth Portfolios, you get a portfolio managed by our team of experts. With Self-Directed Investing, you're buying and selling the investments yourself.

Instead of having to send statements to [PARTNER NAME], or granting access to your records through an indirect portal, your transactions can be automatically and securely reported. Here’s how.

1 Buy ETFs for free or buy ETFs commission-free: may include other fees, such as data, exchange and ECN fees. Only applies to Canadian and US listed ETFs.

2 "Fraction of the cost" refers to the difference between fees paid when investing with Questwealth Portfolios (QWP) compared to the average fee of comparable Series A Mutual Funds.

Visit https://questrade.com/questwealth-portfolios for more details. QWP is a service provided by Questrade Wealth Management Inc..

3 You can transfer any account to Questrade from another financial institution, regardless of the balance, and get your transfer fees rebated (maximum rebate $150/account). No limit to the number of accounts you bring over. For a rebate, submit a statement from your financial institution displaying the transfer fees incurred within 60 days of the transfer request being submitted to Questrade. For Questwealth™ accounts, all-in-kind and partial transfers of your securities will be liquidated. Transfers from cash accounts may be subject to capital gains taxes or provide capital losses upon liquidation. Exchange and ECN fees may apply. Terms and conditions are subject to change without notice.

This communication is intended for informational purposes only and is not, and should not be construed as, investment, tax or legal advice to any individual or analysis on market direction. Any liability, whether direct, indirect or consequential loss or damage is explicitly disclaimed. Use of this service shall not constitute the giving of investment, tax or legal advice by Questrade. Consult with your financial advisor before investing.